VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Sunday, January 11, 2026

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Stock Comparison

OMRON Corporation vs REA Group Ltd

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

OMRON Corporation

6645 · Tokyo Stock Exchange

Market cap (USD)$789.8B

Gross margin (TTM)43.8%

Operating margin (TTM)6.4%

Net margin (TTM)3.5%

SectorIndustrials

IndustryHardware, Equipment & Parts

CountryJP

Data as of2025-12-30

Moat score

59/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into OMRON Corporation's moat claims, evidence, and risks.

View 6645 analysis

REA Group Ltd

REA · ASX

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorCommunication Services

Industry—

CountryAU

Data as of2026-01-09

Moat score

91/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into REA Group Ltd's moat claims, evidence, and risks.

View REA analysis

Comparison highlights

Moat score gap: REA Group Ltd leads (91 / 100 vs 59 / 100 for OMRON Corporation).
Segment focus: OMRON Corporation has 5 segments (45% in Industrial Automation Business (IAB)); REA Group Ltd has 3 segments (87.5% in Australia - Property & Online Advertising).
Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Strong.
Moat breadth: OMRON Corporation has 7 moat types across 4 domains; REA Group Ltd has 6 across 3.

Primary market context

OMRON Corporation

Industrial Automation Business (IAB)

Market

Industrial automation components and factory automation solutions (sensors, controllers, safety, robotics, OT/IT services)

Geography

Global

Customer

Manufacturers and machine builders (B2B)

Role

Automation supplier + solutions/services provider

Revenue share

45%

REA Group Ltd

Australia - Property & Online Advertising

Market

Australian online property classifieds & digital real estate advertising (residential + commercial listings)

Geography

Australia

Customer

Real estate agents/agencies and developers (advertisers) + property seekers (consumers)

Role

Marketplace operator / media & advertising platform

Revenue share

87.5%

Side-by-side metrics

OMRON Corporation

REA Group Ltd

Ticker / Exchange

6645 - Tokyo Stock Exchange

REA - ASX

Market cap (USD)

$789.8B

n/a

Gross margin (TTM)

43.8%

n/a

Operating margin (TTM)

6.4%

n/a

Net margin (TTM)

3.5%

n/a

Sector

Industrials

Communication Services

Industry

Hardware, Equipment & Parts

n/a

HQ country

Primary segment

Industrial Automation Business (IAB)

Australia - Property & Online Advertising

Market structure

Oligopoly

Duopoly

Market share

n/a

78%-82% (implied)

HHI estimate

n/a

6,800

Pricing power

Moderate

Strong

Moat score

59 / 100

91 / 100

Moat domains

Supply, Demand, Legal, Network

Network, Demand, Supply

Last update

2025-12-30

2026-01-09

Moat coverage

Shared moat types

Data Workflow LockinBrand TrustData Network Effects

OMRON Corporation strengths

Service Field NetworkCompliance AdvantageProcurement InertiaLearning Curve Yield

REA Group Ltd strengths

Two Sided NetworkDistribution ControlHabit Default

Segment mix

OMRON Corporation segments

Full profile >

Industrial Automation Business (IAB)

Oligopoly

45%

Healthcare Business (HCB)

Competitive

18.2%

Social Systems, Solutions and Service Business (SSB)

Oligopoly

18.2%

Device and Module Solutions Business (DMB)

Competitive

13.2%

Data Solution Business (DSB)

Oligopoly

5.3%

REA Group Ltd segments

Full profile >

Australia - Property & Online Advertising

Duopoly

87.5%

Australia - Financial Services

Competitive

4.8%

India - Online Property Classifieds

Oligopoly

7.7%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.